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You are here: Manager factsheet

James Clunie

Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
James joined Jupiter in 2013. He is currently Head of Strategy, Absolute Return and manages the Jupiter Absolute Return Fund (Unit Trust) as well as the Jupiter Global Absolute Return and Global Levered Absolute Return funds (SICAV). Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds. James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International. James gained a degree and PhD from Edinburgh University and is a CFA charterholder.
Total return for James Clunie
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : James Clunie

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
James Clunie -4.3 -4.8 -1.2 10.1 6.5 2.0 8.8 6.8 3.2 8.3
Peer Group Composite 1.6 0.0 2.7 4.9 2.3 3.8 12.0 3.2 1.1 7.0
Over / Under -5.9 -4.8 -3.9 5.2 4.2 -1.8 -3.2 3.6 2.1 1.3
Performance vs peer group composite: James Clunie
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 10
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter Absolute Return Lead manager UT Targeted Absolute Return since Sep 01 2013 to present
JGF-Jupiter Global Absolute Return Lead manager FO Absolute Return since Jun 06 2016 to present
JGF-Jupiter Global Levered Absolute Return Lead manager FO Absolute Return since Oct 19 2017 to present
Funds managed previously
Fund Periods
Aberdeen UK Flexible Strategy since Aug 01 2009 to Apr 14 2013
Scottish Widows UK Growth since Jun 01 2007 to Sep 30 2010
Scottish Widows UK Select Growth since Apr 20 2012 to Mar 31 2013
Aberdeen UK Opportunities Equity since Apr 01 2012 to Dec 31 2012
IFSL Trade Union Unit Trust since Jun 01 2012 to Jan 31 2013
Aberdeen UK Equity Dividend since Jun 01 2012 to Dec 31 2012
Columbia Threadneedle UK Select Trust since Apr 01 2012 to Jul 31 2012
Aberdeen Financial Equity since May 01 2012 to May 29 2012
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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